Working as an Adviser to the Practice, Chris covers many areas of wealth management including Retirement Planning, Investment Planning, Protection, Long Term Care, Inheritance Tax Planning, Estate Planning and Trust Planning
All of which is supported by outstanding service and products offered by St. James's Place. He has passed advanced financial planning certificates in Pensions, Personal Taxation & Trusts and Later Life Planning.
A specialist in Retirement and Investment Planning, Chris obtained the prestigious qualification of Chartered Financial Planner in 2018 and the even more prestigious and universally recognised title of Fellow in 2019. Making him one of a few globally who hold this title and qualification.
Chris is a West Ham United supporter and season ticket holder at the London Stadium.
*This may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place.
Trusts are not regulated by the Financial Conduct Authority.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.